1. $650k invested for growth
Increase the broad-market allocation from $300k to$350krather than adding another defensive asset.
2. Keep the Magnificent 7 at $250k
I'd diversify it across NVDA, MSFT, AMZN, GOOGL, META, AAPL and TSLA rather than letting Tesla or Nvidia become disproportionately large.
3. Keep $300k as dry powder
Put it in T-Bills/money-market instruments rather than idle cash. This gives you liquidity while earning some yield.
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